Purchases and Sales Made in Q4 2024 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.76K- 4.1% |
$127K - $143K
|
64.5K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.81K- 4.7% |
$129K - $145K
|
57K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.89K- 9.32% |
$133K - $149K
|
28.1K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.08K- 3.27% |
$141K - $159K
|
91K
$4.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.08K- 3.4% |
$142K - $159K
|
87.6K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.13K- 4.12% |
$144K - $162K
|
72.9K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.14K- 5.5% |
$144K - $162K
|
53.9K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.32K- 8.16% |
$153K - $172K
|
37.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.54K- 3.44% |
$163K - $183K
|
99.5K
$4.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.65K- 40.69% |
$168K - $189K
|
5.32K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.69K- 5.76% |
$169K - $191K
|
60.4K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3.74K- 38.36% |
$172K - $193K
|
6.01K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.37K- 2.19% |
$201K - $226K
|
195K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.19K- 0.76% |
$239K - $269K
|
680K
$31.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.36K- 15.21% |
$246K - $277K
|
29.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.08K- 8.79% |
$279K - $314K
|
63.1K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.15K- 20.03% |
$282K - $318K
|
24.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.4K- 45.71% |
$294K - $331K
|
7.6K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.44K- 1.88% |
$296K - $333K
|
337K
$15.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-6.61K- 2.56% |
$303K - $342K
|
251K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.04K- 99.91% |
$323K - $364K
|
6
$281
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.69K- 53.93% |
$353K - $398K
|
6.57K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.84K- 7.1% |
$360K - $405K
|
103K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.21K- 4.55% |
$377K - $425K
|
172K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.39K- 93.22% |
$431K - $485K
|
683
$31.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.58K- 36.18% |
$440K - $495K
|
16.9K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 14.01% |
$937K - $1.05M
|
125K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20.6K- 22.44% |
$949K - $1.07M
|
71.4K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-21.3K- 76.68% |
$976K - $1.1M
|
6.47K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22K- 5.35% |
$1.01M - $1.14M
|
390K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-89.9K- 99.44% |
$4.13M - $4.65M
|
506
$23.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-113K- 20.08% |
$5.21M - $5.86M
|
451K
$21.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-152K- 88.24% |
$6.96M - $7.84M
|
20.2K
$945K
|